Moneydance base name

Gordon Thomson's Avatar

Gordon Thomson

05 Nov, 2021 04:05 PM

Hi,

Can I change the base name for moneydance? I used to use the name "Gordon" but had to load a backup and now the basename is Gordon then a load of dates!

  1. 1 Posted by Stuart Beesley ... on 05 Nov, 2021 04:12 PM

    Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’'s Avatar

    There are two steps..
    1/ Exit MD and then rename the gordon_dates.moneydance file/folder to gordon.moneydance
    then, launch MD and open gordon.moneydance.... then
    2/ Install and run Toolbox extension. Advanced Mode. Account Tools. Bottom option: Fix: Correct Root Account Name...

  2. 2 Posted by Gordon Thomson on 05 Nov, 2021 09:33 PM

    Gordon Thomson's Avatar

    Hi Stuart,

     

    Renamed the file and ran the toolbox ext but the bottom option was not available?

     

    Gordon

  3. 3 Posted by Stuart Beesley ... on 05 Nov, 2021 09:36 PM

    Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’'s Avatar

    Hi. If you have selected advanced mode and the option remains greyed out then your base name is already correct and matches the file name (now that you have renamed it). Makes sense?

  4. 4 Posted by dwg on 05 Nov, 2021 09:42 PM

    dwg's Avatar

    Just to expand on what Stuart has said.

    It has been noted that at times the base name is different from the file name. This seems to occur when you have been on certain older versions of Moneydance and upgrade from those, my suspicion that the way the base name was handled in the older file format that the files were converted from is a factor in this. I do not think I have seen it on data files created on the more recent versions of Moneydance.

  5. 5 Posted by Gordon Thomson on 05 Nov, 2021 09:47 PM

    Gordon Thomson's Avatar

    I have used Moneydance since 2017 and recently upgraded to the 2021 version. Does this make a difference?

     

    Gordon

  6. 6 Posted by Stuart Beesley ... on 05 Nov, 2021 09:51 PM

    Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’'s Avatar

    Now that you’ve renamed the file does the base name look correct? (Or not?)

  7. 7 Posted by Gordon Thomson on 05 Nov, 2021 09:54 PM

    Gordon Thomson's Avatar

    Not!

  8. 8 Posted by Stuart Beesley ... on 05 Nov, 2021 10:30 PM

    Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’'s Avatar

    That’s odd. Are you sure you are in advanced mode? Can you send a screenshot of the whole screen, with the toolbox / account menu showing the greyed out option?

  9. 9 Posted by Gordon Thomson on 06 Nov, 2021 07:59 AM

    Gordon Thomson's Avatar

    Hi Stuart,

     

    This is my screenshot.

     

    As you can see, I am in advanced mode and have scrolled down the toolbox/account menu to show the various FIX options.

     

    Regards

     

    Gordon

  10. 10 Posted by Stuart Beesley ... on 06 Nov, 2021 08:13 AM

    Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’'s Avatar

    .

  11. 11 Posted by Stuart Beesley ... on 06 Nov, 2021 08:15 AM

    Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’'s Avatar

    Two things.

    • you are in the wrong menu. You need to be in account tools.

    • it looks like you have not yet renamed your gordon_2021-11-05.moneydance dataset in windows explorer to gordon.moneydance?

  12. 12 Posted by Gordon Thomson on 06 Nov, 2021 09:03 AM

    Gordon Thomson's Avatar

    Stuart,

     

    Thanks for all your help. Have now changed the file name back to “Gordon”.

     

    Regards

     

    Gordon

  13. 13 Posted by Stuart Beesley ... on 06 Nov, 2021 10:18 AM

    Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’'s Avatar

    👍

  14. Ethan closed this discussion on 07 Nov, 2021 10:42 PM.

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